$59.5M Total AUM
$59.5M Disc. AUM
-- 3Y CAGR
2 Employees
60 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-02-2025
- Office Locations
- 1
Office Locations
109 West Park Drive Suite 120 Brentwood TN
About Highmark, LLC
Highmark is a registered investment adviser in Brentwood, TN providing portfolio management and a structured financial planning process, alongside 401(k) plan design, monitoring, and 3(21)/3(38) fiduciary services. The firm builds allocations using ETFs and mutual funds and works with individuals and entrepreneurs, with client access via the Altruist portal.
Team overview
45 AVG AGE
$29.8M AVG AUM / ADVISOR
$992.1K AVG AUM / CLIENT
0.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Horizon Momentum meridian
Client Personas
Summit north
Custodian
Zenith north Harbor Delta
Investment Themes
Fusion vector Fusion zenith
Investment Vehicles
Radial pathway
Services
Catalyst Oak Atlas horizon Summit Summit capital
Owner & Executives
J
JONATHAN EDWARD FARRELL
Managing Partner
- CRD
- #4688181
- Ownership
- 50% but less than 75%
(875) 909-4252
radial.momentum@atlascapital.com
in linkedin.com/in/timber-peak
NATHAN MCEWIN ROLLINS
Chief Compliance Officer, Managing Partner
- CRD
- #4779341
- Ownership
- 50% but less than 75%
(697) 920-5701
unison.eagle@frontiercapital.com
in linkedin.com/in/ember-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,523,853 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,523,853 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,523,853
Equity - Exchange:
33.6% Public Funds:
35.2% Cash:
31.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,973,275,218 | 33.6% |
| Public Funds | $2,067,240,704 | 35.2% |
| Cash | $1,832,326,988 | 31.2% |
| Total | $5,872,842,910 | 100.0% |